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What do the I, j and flag symbol mean when next to an account number?

When viewing a client's Accounts screen, you may sometimes see one or more of these in the columns to the left of an account number:

 

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The red flag icon means that an account has been marked as Tax Qualified. Marking an account Tax Qualified can be accomplished by right-clicking its row here and selecting Edit Account:

 

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You would then see the Update Account dialog where you can check off the Tax Qualified option and save your entry:

 

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The "j" next to an account indicates that the account has been marked a Joint Account. Establishing that an account is a Joint Account can be accomplished by either A) double-clicking the Account row or B) right-clicking the row and selecting View Account Details:

 

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You would then be on the Account Details page for the account. Simply scroll to the Ownership Information section, click Edit, select Joint as Ownership Type and enter your Owner and Joint Owner for the account*:

 

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The "I" next to an account indicates that the contact whose record you are viewing the account from is listed as the Insured on the account. You will only see this "I" symbol next to an account when  A)  the contact is listed as both the Owner and the Insured or B) if the contact is the insured only (not the owner), within the insured's record and you have Show Family Accounts checked off in the Account Options box:

 

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In other words, this "I" symbol will not show up next to the account on the account owner's page if they are not also the insured.

Establishing that an account has an Insured listed can be accomplished by either A) double-clicking the Account row or B) right-clicking the row and selecting View Account Details:

 

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You would then be on the Account Details page for the account. Simply scroll to the Ownership Information section, click Edit,  and enter your Insured individual's name*:

 

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*Note: when entering Owners, Joint Owners, Insured or Insured 2, you will need to type part of their name and wait for your options to be pulled from your database, rather than just typing in a name. When you see the name you are looking for, just click it to populate the box you are working with. If you just type in a name and save what you've entered, the name will not be tied to the applicable contact record within your database.

 

 

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